See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,521 | $43,327+90.5% | $59,878+37.8% | $64,186+28.6% |
| Participation rate | 95.7% | 69.2%+26.5pp | 74.7%+21.0pp | 69.6%+26.1pp |
| Annual return | 8.21% | -1.55%+9.8pp | 3.46%+4.7pp | 7.63%+0.6pp |
| Employer contribution / active EE | $6,158 | $2,028+203.6% | $2,722+126.3% | $2,381+158.7% |
| Participant deferral / active EE | $1,154 | $2,546-54.7% | $3,402-66.1% | $3,470-66.8% |
| Admin fee / account holder | $2,719 | $3,005-9.5% | $3,590-24.3% | $4,888-44.4% |